Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Principal Global Investors is a subsidiary of the Principal Financial Group. The company offers businesses, individuals and institutional clients a wide range of financial products and services. It features retirement and investment services, insurance and banking. The Principal Financial Group has more than $185 billion in assets under management and serves approximately 15 million customers worldwide. The company has offices in Asia, Australia, Europe, Latin America and the United States, including its headquarters in Des Moines, Iowa. It is traded on the New York Stock Exchange under the ticker symbol PFG.
Legacy offers an organized process built around your financial goals. The objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance. As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients.
Passionate about community and finance, I partner with charitable organizations by providing expertise to manage their assets and sustain their charitable mission. I provide holistic financial planning and investment services to individuals and families to grow their wealth and get them on track for financial success. I meet with clients in our Des Moines office and in Grinnell, Iowa.
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At Barzen & Associates Wealth Advisors on Grand, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Des Moines, IA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
